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Jess S. Morgan & Co’s Amgen AMGN Stock Holding History

Jess S. Morgan & Co’s Portfolio AMGN Stock Details AMGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-18,669
Closed -$3.97M – 47
2021
Q3 		$3.97M Buy
18,669
+2,160
+13% +$497K 2.62% 29
2021
Q2 		$4.02M Buy
16,509
+1,629
+11% +$401K 2.64% 26
2021
Q1 		$3.7M Buy
14,880
+405
+3% +$96.6K 2.59% 20
2020
Q4 		$3.33M Buy
14,475
+3,919
+37% +$904K 2.65% 24
2020
Q3 		$2.68M Sell
10,556
-370
-3% -$91.7K 2.68% 20
2020
Q2 		$2.58M Sell
10,926
-1,938
-15% -$442K 2.8% 18
2020
Q1 		$2.61M Buy
12,864
+420
+3% +$91.7K 3.39% 12
2019
Q4 		$3M Buy
+12,444
New +$2.74M 2.94% 12

Other funds holding AMGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jess S. Morgan & Co's AMGN Position: Q4 2021 in Review

Jess S. Morgan & Co sold out of Amgen (AMGN) in Q4 2021, closing a stake of 18,669 shares — an estimated $3.97M sold.

Jess S. Morgan & Co first reported a position in AMGN in Q4 2019 and held it in 8 quarters. The position peaked at $4.02M in Q2 2021. 2,293 funds tracked by Wall St. Rank hold AMGN as of Q4 2021.

  • Jess S. Morgan & Co reported no remaining Amgen position as of Q4 2021 after selling out during the quarter.
  • Jess S. Morgan & Co sold 18,669 Amgen shares in Q4 2021, an estimated $3.97M.
  • Jess S. Morgan & Co first reported a position in Amgen in Q4 2019 and held it in 8 quarters.
  • Jess S. Morgan & Co's Amgen position peaked at $4.02M in Q2 2021.
  • 2,293 funds tracked by Wall St. Rank held Amgen as of Q4 2021.

Based on Jess S. Morgan & Co's 13F filing for Q4 2021, filed 27 Jan 2022.